CE
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Christopher Eilers

26 Years of Experience
Sunrise, FL
BrokerSells Insurance

Christopher Eilers is a registered investment advisor at Osaic Wealth, INC., based in Sunrise, FL, with 26 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9246 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.

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Location

1301 International Parkway, Suite 120, Sunrise, FL, 33323

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Christopher is involved in several business activities, including a silent company for John Hancock commissions, acting as an agent and president for Aspire Financial Partners, Inc. where he conducts investment advisory, securities, and insurance business, and co-owning a rental home. He also works as a notary public and supports a Business Networking International group, dedicating a few hours per week to the latter.

Employment History
Current Registrations
Osaic Wealth, INC.
November 2018 - Present · 7 yrs 6 mos
Osaic Wealth, INC.Broker
November 2018 - Present · 7 yrs 6 mos
Previous Registrations
Signator Investors, INC.
December 2004 - November 2018 · 13 yrs 11 mos
Signator Investors, INC.Broker
March 2003 - November 2018 · 15 yrs 8 mos
Fahnestock & CO. INC.Broker
January 2002 - November 2002 · 10 mos
Josephthal & CO., INC.Broker
October 2001 - January 2002 · 3 mos
The Concord Equity Group, LLCBroker
January 2001 - October 2001 · 9 mos
Gkn Securities CORP.Broker
March 1999 - January 2001 · 1 yr 10 mos
State Registrations30 states
ALAZCACODCFLGAILINKYMAMIMOMSMTNCNJNVNYOKPAPRSCTNTXUTVAVirgin IslandsWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.